BBBL vs QQQ

BBBL vs QQQ

Which is better, BBBL or QQQ?

Long Term Bond against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBBLQQQ
Expense Ratio0.19%0.18%Best
AUM$7M$483.5B
Dividend Yield5.88%0.44%
Holdings884107
YTD Return-2.41%+15.21%Best
1Y Return-4.21%+19.78%Best
3Y Return (annualized)-+24.58%
5Y Return (annualized)-+13.93%
Volatility (annualized)8.3%Best17.3%
Max Drawdown-9.4%Best-22.8%
$10,000 over 2.6 years$10,520$16,613Best
Fund FamilyBondBloxxInvesco (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Growth
InceptionJan 16, 2024Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 16, 2026 (2.6 years).

BBBL vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.6 years both funds cover.

BBBL vs QQQ Performance

BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is an ETF from BondBloxx and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BBBL returned -4.21% while QQQ returned +19.78%. Year to date, BBBL is down 2.41% versus a gain of 15.21% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 8.3% for BBBL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.4% for BBBL and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BBBL charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, BBBL currently yields 5.88% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 746 holdings in BBBL and 102 in QQQ, totalling 85.1% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 746 positions we hold weights for in BBBL and 102 in QQQ, against full books of 884 and 107.

You are not choosing between two funds in isolation.

Whichever of BBBL and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBBLQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBBL or QQQ?

BBBL has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BBBL or QQQ?

Over the past year BBBL returned -4.21% vs +19.78% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBBL or QQQ?

QQQ has been the more volatile fund at 17.3% annualized versus 8.3% for BBBL. Worst drawdown: BBBL -9.4% vs QQQ -22.8%.

Should I hold both BBBL and QQQ?

BBBL and QQQ have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BBBL or QQQ?

BBBL yields 5.88% while QQQ yields 0.44%, so BBBL currently pays the higher dividend yield.

Is QQQ better than BBBL?

QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.